Latest Institutional Purchases of New Mountain Finance Corp (NMFC)
This list provides information on the latest institutional transactions involving New Mountain Finance Corp (NMFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$9.68K - $10.9K
|
1K
$9.47K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
969New |
$9.34K - $10.5K
|
969
$9.14K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
897+ 7.51% |
$8.65K - $9.72K
|
12.8K
$121K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
839+ 4.47% |
$8.09K - $9.09K
|
19.6K
$185K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
824+ 2.07% |
$7.94K - $8.93K
|
40.7K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
684+ 4.99% |
$6.59K - $7.41K
|
14.4K
$136K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
671+ 1.68% |
$6.47K - $7.27K
|
40.6K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
300+ 1.19% |
$2.89K - $3.25K
|
25.6K
$241K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
274+ 0.98% |
$2.64K - $2.97K
|
28.3K
$267K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
211+ 0.69% |
$2.03K - $2.29K
|
30.7K
$289K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
161+ 20.13% |
$1.55K - $1.75K
|
961
$9.06K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
120+ 1.01% |
$1.16K - $1.3K
|
12K
$114K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
44+ 95.65% |
$424 - $477
|
90
$849
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30+ 0.09% |
$289 - $325
|
33.7K
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
10New |
$96.4 - $108
|
10
$94.3
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.07% |
$77.1 - $86.7
|
11K
$103K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2+ 0.01% |
$19.3 - $21.7
|
13.7K
$130K
|
|
|
Nov 13, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
1New |
$9.64 - $10.8
|
1
$9.43
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$9.64 - $10.8
|
10.9K
$103K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
82.3KNew |
$750K - $913K
|
82.3K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
40.7KNew |
$371K - $451K
|
40.7K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
36.6KNew |
$334K - $406K
|
36.6K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
33.1KNew |
$302K - $367K
|
33.1K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Ares Management LLC
Los Angeles, CA |
BUY
|
- |
30.2K+ 5.33% |
$275K - $335K
|
596K
$5.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
26.2KNew |
$238K - $290K
|
26.2K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$187K - $228K
|
20.6K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
18.9KNew |
$172K - $209K
|
18.9K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.3KNew |
$149K - $181K
|
16.3K
$154K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.8KNew |
$144K - $175K
|
15.8K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$124K - $151K
|
13.6K
$128K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 16.06% |
$120K - $146K
|
95K
$895K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 41.01% |
$95.1K - $116K
|
35.9K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
10.3KNew |
$93.6K - $114K
|
10.3K
$96.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.1KNew |
$92K - $112K
|
10.1K
$95.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$92K - $112K
|
10.1K
$95.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.72K+ 3.25% |
$43K - $52.3K
|
150K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.62K+ 19.43% |
$42.1K - $51.3K
|
28.4K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.5K+ 30.8% |
$41K - $49.9K
|
19.1K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
3.75K+ 46.34% |
$34.2K - $41.6K
|
11.8K
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.6KNew |
$32.8K - $39.9K
|
3.6K
$33.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.43K+ 311.81% |
$31.3K - $38.1K
|
4.53K
$42.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.76KNew |
$16K - $19.5K
|
1.76K
$16.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 3.98% |
$13.7K - $16.6K
|
39.2K
$370K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.18K+ 3.77% |
$10.7K - $13.1K
|
32.4K
$306K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
485New |
$4.42K - $5.38K
|
485
$4.57K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
53+ 81.54% |
$483 - $588
|
118
$1.11K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3New |
$27.3 - $33.3
|
3
$28.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
63.2KNew |
$688K - $760K
|
63.2K
$596K
|
|